Category Archives: Market Cycles

Home Is For Your Heart, Not Your Portfolio

A number of years ago I took over a portfolio that held corporate bonds from both developed and emerging markets. As I looked through the holdings a name popped out at me, Ipiranga. I turned to my credit analyst and … Continue reading

Posted in Credit, Emerging Markets, Equities, Investing, Market Cycles | Tagged , , , | Leave a comment

Bonds: Is a Massive Selloff in Order?

The other day there was a video clip in my Twitter feed from a strategist who stated on CNBC that rates were going much higher in the second half of this year. He went on to say that those who … Continue reading

Posted in Central banks, Investing, Market Cycles, Rates | Leave a comment

Is This Time Different?

I’m a cyclist.  Typically, I ride the tarmac, but in the cold my friends and I will get out our mountain or cyclocross bikes and hit the dirt roads. Those roads are sheltered, offer stunning scenery and have enough steep pitches to ensure a … Continue reading

Posted in Cycling, Investing, Market Cycles, Trade | Tagged , , | 3 Comments